Institutional Ownership Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD). We have compiled data on the 2,000 institutions that hold shares in the stock, with a total of 888 Million shares, which have been reported (via 13F filing form) to have a value of $23.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
257,374
shares
|
$6.87 Million
0.7% of portfolio
|
Q1 2025
Added 14.15%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
256,149
shares
|
$6.84 Million
2.05% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Navalign, LLC
|
Apr 29, 2025 Q1 2025 |
255,694
shares
|
$6.83 Million
2.06% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
253,237
shares
|
$6.76 Million
0.37% of portfolio
|
Q1 2025
Added 14.44%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
253,173
shares
|
$6.76 Million
5.51% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
252,944
shares
|
$6.75 Million
0.67% of portfolio
|
Q4 2024
Added 197.54%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
252,775
shares
|
$6.75 Million
0.09% of portfolio
|
Q1 2025
Added 38.12%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
251,447
shares
|
$6.71 Million
4.12% of portfolio
|
Q2 2024
Reduced 47.68%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
249,068
shares
|
$6.65 Million
2.23% of portfolio
|
Q1 2025
Reduced 28.85%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
248,743
shares
|
$6.64 Million
4.18% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
248,282
shares
|
$6.63 Million
0.23% of portfolio
|
Q1 2025
Added 38.25%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
247,974
shares
|
$6.62 Million
5.86% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
247,161
shares
|
$6.6 Million
0.44% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
246,949
shares
|
$6.59 Million
0.99% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
246,801
shares
|
$6.59 Million
0.73% of portfolio
|
Q1 2025
Added 327.89%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
May 12, 2025 Q1 2025 |
246,575
shares
|
$6.58 Million
4.28% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
246,543
shares
|
$6.58 Million
2.4% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Apr 24, 2025 Q1 2025 |
245,336
shares
|
$6.55 Million
1.89% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Cap Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
245,116
shares
|
$6.54 Million
0.75% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
244,568
shares
|
$6.53 Million
0.4% of portfolio
|
Q1 2025
Added 64.01%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Apr 14, 2025 Q1 2025 |
244,158
shares
|
$6.52 Million
7.0% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Old Port Advisors
|
May 06, 2025 Q1 2025 |
244,109
shares
|
$6.52 Million
2.02% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
243,252
shares
|
$6.49 Million
0.05% of portfolio
|
Q1 2025
Reduced 96.42%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
May 02, 2025 Q1 2025 |
243,206
shares
|
$6.49 Million
3.66% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
241,251
shares
|
$6.44 Million
0.26% of portfolio
|
Q1 2025
Reduced 6.39%
|